Monday, March 25, 2013

CRM 2011 - State and Status Code Values


The following table shows default Microsoft CRM values for StateCode and StatusCode. Each StateCode has its own default StatusCode value.

For example, if an incident StateCode is 0 (Active), the default StatusCode is 1 (In Progress). If the incident StateCode is 1 (Resolved), the default StatusCode is 5 (Problem Solved). Microsoft CRM only accepts StatusCodes that are valid for a particular StateCode.

The CDF database stores only the integers that are shown in the table, not the text.



Entity

StateCode (Status)
Default Microsoft CRM StatusCode (Status Reason)
StatusCode customizable in Microsoft CRM?
Account
0 Active (default)
1 Active (default)
Yes
1 Inactive
2 Inactive (default)
Activity
0 Open
[Not used.]
No
1 Completed
[Not used.]
2 Canceled
[Not used.]
Contact
0 Active (default)
1 Active (default)
Yes
1 Inactive
2 Inactive (default)
Discount
0 Existing (set based on state of DiscountType)
[Not used.]
No
DiscountType
0 Active (default)
[Not used.]
No
1 Inactive
[Not used.]
Incident
0 Active (default)
1 In Progress (default)
Yes
2 On Hold
3 Waiting for Details
4 Researching
1 Resolved
5 Problem Solved (default)
2 Canceled
6 Canceled (default)
Invoice
0 Active
1 New (default)
2 Partially Shipped
4 Billed
5 Booked (applies to services)
6 Installed (applies to services)
1 Closed
3 Canceled (default)
7 Paid in Full
Lead
0 Open (default)
1 New (default)
Yes
2 Contacted
1 Qualified
3 Qualified (default)
2 Disqualified
4 Lost (default)
5 Cannot Contact
6 No Longer Interested
7 Canceled
Opportunity
0 Open (default)
1 In Progress (default)
Yes
2 On Hold
1 Won
1 Won
2 Lost
1 Canceled (default)
2 Out-Sold
PriceLevel
0 Active (default)
[Not used.]
No
1 Inactive
[Not used.]
Product
0 Active (default)
1 Active (default)
Yes
1 Inactive
2 Inactive (default)
Quote
0 Draft (default)
1 In Progress (default)
Yes
1 Active
2 In Progress (default)
3 Open
2 Won
4 Won (default)
3 Closed
5 Lost (default)
6 Canceled
7 Revised
SalesOrder
0 Active (default)
1 New (default)
Yes
2 Pending
1 Submitted
3 In Progress (default)
2 Canceled
4 No Money (default)


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